Buttonwood Financial Advisors’s American Tower AMT Stock Holding History

Buttonwood Financial Advisors’s Portfolio AMT Stock Details AMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$472K	Buy	2,883 +2	+0.1%	+$360	0.14%	82
2026 Q1	$497K	Sell	2,881 -113	-4%	-$20.3K	0.17%	78
2025 Q4	$526K	Sell	2,994 -25	-0.8%	-$4.55K	0.18%	72
2025 Q3	$581K	Buy	3,019 +2	+0.1%	+$417	0.2%	70
2025 Q2	$667K	Buy	3,017 +1	+0%	+$216	0.27%	57
2025 Q1	$656K	Sell	3,016 -174	-5%	-$34.1K	0.29%	57
2024 Q4	$585K	Sell	3,190 -206	-6%	-$42.7K	0.26%	64
2024 Q3	$790K	Sell	3,396 -59	-2%	-$13.1K	0.34%	52
2024 Q2	$672K	Sell	3,455 -1,043	-23%	-$195K	0.32%	54
2024 Q1	$889K	Sell	4,498 -168	-4%	-$33.5K	0.42%	52
2023 Q4	$1.01M	Sell	4,666 -331	-7%	-$62.6K	0.55%	46
2023 Q3	$822K	Buy	4,997 +101	+2%	+$18.4K	0.52%	50
2023 Q2	$950K	Buy	4,896 +544	+13%	+$106K	0.6%	42
2023 Q1	$889K	Sell	4,352 -105	-2%	-$22K	0.69%	40
2022 Q4	$944K	Sell	4,457 -598	-12%	-$124K	0.79%	37
2022 Q3	$960K	Buy	5,055 +117	+2%	+$30.1K	0.87%	32
2022 Q2	$1.26M	Buy	4,938 +2,587	+110%	+$649K	1.14%	27
2022 Q1	$591K	Buy	+2,351	New	+$574K	0.53%	42

Other funds holding AMT

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Buttonwood Financial Advisors's AMT Position: Q2 2026 in Review

Buttonwood Financial Advisors increased its American Tower (AMT) stake by 0.07% in Q2 2026, buying an estimated $360 and bringing the position to 2,883 shares worth $472K. The position accounts for 0.14% of the portfolio, ranked #82.

Buttonwood Financial Advisors first reported a position in AMT in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.26M in Q2 2022. 351 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

Buttonwood Financial Advisors held 2,883 shares of American Tower worth $472K as of Q2 2026.
Buttonwood Financial Advisors bought 2 American Tower shares in Q2 2026, an estimated $360.
American Tower made up 0.14% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #82 holding.
Buttonwood Financial Advisors first reported a position in American Tower in Q1 2022 and has held it in 18 quarters since.
Buttonwood Financial Advisors's American Tower position peaked at $1.26M in Q2 2022.
351 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Buttonwood Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.